Create InvestorSet

InvestorSet is a document library for corporates to streamline investor access to deal documentation and periodic reporting. It’s secure, cost effective and backed by fanatical 24x7 support.

How do I create an InvestorSet?

1. Go to Investorset.com
2. Press Log In in the top-right corner. Log in with your corporate email or press Register Now if this is your first time using Finsight's products
3. Once logged into the Deal Manager Portal, press Create InvestorSet + in the top-right corner
4. Fill out the Create InvestorSet form with the following information:

• InvestorSet Name
• Transaction Type
• List the InvestorSet on the Public List (Users can Request Access from the Public List)
• Add a Logo
• Edit the Disclaimer
• Fill the Enhanced Tagging for Analytics section

5. Press Create InvestorSet and you can now access your Set from the My Sets page